We are looking for a Senior Associate to join the Real Estate Group of a respected private equity firm based in Boston, Massachusetts. In this role, you will play a critical part in overseeing accounting and reporting processes for a diverse portfolio of direct real estate investments. This position offers the opportunity to collaborate with various internal teams and external partners, ensuring the financial success of a wide range of asset sectors.<br><br>Responsibilities:<br>• Manage accurate accounting and reporting for real estate investments on a monthly and quarterly basis, including reviewing promote and management fee calculations.<br>• Maintain regular communication with joint venture partners to discuss financial operations and transactions.<br>• Collaborate with the fund administrator to review and ensure the accuracy of quarterly and annual financial statements.<br>• Perform weekly fund cash availability analyses to assess loan drawdowns and repayments.<br>• Coordinate and review investor-level capital calls and distribution notices, ensuring accuracy and timeliness.<br>• Evaluate internal valuations and external appraisals of real estate assets, preparing detailed materials for the Valuation Committee.<br>• Work closely with cross-functional teams such as Investment, Portfolio Analytics, Tax, and Legal on financial matters related to investments and funds.<br>• Oversee the completion and accuracy of fund-level audits by liaising with auditors.<br>• Review annual property budgets and monitor budget-to-actual variances, providing insights and recommendations.<br>• Lead special projects aimed at improving internal processes and team efficiency.
<p>The Chief Financial Officer (CFO) will serve as a strategic partner to the ownership team, providing financial leadership to support sustained growth, profitability, and long-term value creation. This role goes beyond traditional accounting and focuses heavily on financial strategy, capital planning, revenue optimization, tax efficiency, and scalable financial systems suited to a growing construction company.</p><p><br></p><p>The CFO will oversee all financial functions while helping guide business decisions related to expansion, project selection, risk management, and operational efficiency.</p><p><br></p><p>For additional info, please contact MICHAEL ABATE @ michael.abate@roberthalf;com</p><p><br></p><p>Key Responsibilities</p><p>Strategic & Executive Leadership</p><ul><li>Act as a trusted advisor to the CEO and ownership, contributing to overall company strategy and long-term planning.</li><li>Translate business goals into actionable financial strategies that support sustainable growth.</li><li>Provide financial insights to evaluate new markets, service lines, joint ventures, and acquisitions.</li><li>Support ownership with succession planning, equity structure, and long-term value optimization.</li></ul><p>Financial Planning & Analysis</p><ul><li>Lead budgeting, forecasting, and long-range financial planning processes.</li><li>Develop and monitor KPIs related to revenue growth, margins, cash flow, backlog, and project performance.</li><li>Analyze financial performance across projects, divisions, and entities to identify risks and opportunities.</li><li>Provide clear, decision-focused financial reporting to leadership.</li></ul><p>Revenue Growth & Profitability</p><ul><li>Partner with operations and estimating teams to improve job costing, pricing strategies, and margin performance.</li><li>Evaluate project mix, customer concentration, and contract structures to maximize profitability.</li><li>Identify opportunities to increase revenue through operational efficiency, contract terms, and financial structuring.</li><li>Ensure accurate revenue recognition in accordance with construction accounting standards.</li></ul><p>Tax Strategy & Compliance</p><ul><li>Lead tax planning strategies to minimize tax liability while remaining fully compliant.</li><li>Oversee multi-entity and multi-state tax considerations common in construction businesses.</li><li>Coordinate with external tax advisors to optimize entity structure, depreciation, credits, and incentives.</li><li>Proactively assess tax implications of growth initiatives, capital investments, and ownership decisions.</li></ul><p>Cash Flow & Capital Management</p><ul><li>Oversee cash flow management, including working capital, bonding, banking relationships, and lines of credit.</li><li>Manage relationships with banks, sureties, and financial institutions.</li><li>Ensure adequate liquidity to support growth, equipment purchases, and seasonal fluctuations.</li><li>Evaluate financing options for capital expenditures and expansion.</li></ul><p>Financial Systems & Team Leadership</p><ul><li>Lead and develop the finance, accounting, and payroll teams.</li><li>Ensure financial systems and processes scale effectively with company growth.</li><li>Drive improvements in reporting, automation, and data accuracy.</li><li>Collaborate cross-functionally with operations, HR, and legal teams</li></ul>
We are looking for an experienced Full Charge Bookkeeper to join our team in Boston, Massachusetts. This is a Contract position with the potential to transition to a permanent role. The ideal candidate will thrive in a long-term, part-time arrangement and possess strong expertise in QuickBooks and bookkeeping processes. The position offers flexible hours after the initial onboarding period.<br><br>Responsibilities:<br>• Process 100–150 invoices per month, ensuring accuracy and timely management of varying transaction volumes.<br>• Oversee full-cycle Accounts Payable and Accounts Receivable operations, maintaining efficient workflows.<br>• Prepare and distribute customer billing and invoices with precision.<br>• Handle weekly payroll processing, adhering to deadlines and accuracy standards.<br>• Record and manage quarterly deposits to ensure compliance and proper documentation.<br>• Monitor cash flow, including tracking balances and scheduling payments effectively.<br>• Reconcile financial accounts to maintain accurate records and resolve discrepancies.<br>• Utilize QuickBooks to organize and track financial data, ensuring up-to-date records.
<p><strong>Office Manager – Framingham, MA</strong></p><p>Our client is seeking a highly organized and proactive Office Manager to support daily operations and partner closely with ownership. This role will oversee administrative functions, assist with project coordination and invoicing, support customer and employee relations, and help keep multiple projects running smoothly. The Office Manager will also assist with scheduling, email management, light accounting tasks in QuickBooks, and provide operational support across the business.</p><p>This position offers on-the-job training in social media and marketing, including maintaining the company’s brand voice and assisting with outreach efforts. The ideal candidate thrives in a fast-paced environment, has strong communication and organizational skills, is comfortable with Microsoft Office and basic Excel, and brings a mix of administrative experience with an understanding of billing, budgeting, and office operations. Prior industry experience is a plus but not required.</p><p><br></p><p><strong>Immediate consideration please call Allison Brown at 508.205.2121</strong></p>
<p>We are seeking a Corporate Controller for our global client based in the Boston Area. The role is hybrid, with 1-2 days remote.</p><p><br></p><p><strong>Overview:</strong></p><p>The Controller will report to the CFO and lead enterprise-wide financial reporting, consolidations, compliance, and strategic financial operations. This role ensures the integrity of financial statements, oversees audits and tax processes, and drives continuous improvement in financial systems and reporting.</p><p><br></p><p>Key responsibilities:</p><ul><li>Lead and oversee monthly, quarterly, and annual financial close processes for all entities.</li><li>Ensure financial reporting accuracy, internal controls, and compliance with GAAP, tax, and regulatory standards.</li><li>Manage external audits, financial disclosures, tax filings, and regulatory reports.</li><li>Implement and enhance financial systems, with a focus on process automation and optimization.</li><li>Address complex accounting issues, consolidations, and apply advanced technical accounting principles.</li><li>Partner with executive leadership to deliver financial insights, forecasting, and support strategic planning.</li><li>Develop and execute risk mitigation strategies through comprehensive financial analysis.</li><li>Build, lead, and mentor high-performing teams, communicating financial concepts effectively across the organization and fostering cross-functional alignment.</li></ul>
We are looking for an experienced Assistant Controller to join our team in Hudson, New Hampshire. In this long-term contract role, you will play a key part in overseeing financial operations, ensuring accurate reporting, and maintaining compliance with auditing standards. This is an excellent opportunity for someone with strong attention to detail and a solid background in accounting and financial management.<br><br>Responsibilities:<br>• Oversee month-end closing procedures to ensure timely and accurate financial reporting.<br>• Manage and maintain the general ledger, verifying account reconciliations and resolving discrepancies.<br>• Coordinate financial statement audits, ensuring all documentation and processes comply with regulatory standards.<br>• Prepare and analyze detailed financial reports to support business operations and decision-making.<br>• Utilize Sage Intacct software for financial management and reporting tasks.<br>• Handle third-party billing processes, ensuring accuracy and timely invoicing.<br>• Ensure compliance with DCAA requirements and other relevant standards.<br>• Collaborate with internal teams to streamline accounting processes and enhance operational efficiency.<br>• Provide support in forecasting, budgeting, and financial planning initiatives.
<p>We are looking for a detail-oriented Payroll Coordinator to join our team based in Somerville, Massachusetts. This role involves managing payroll processes for approximately 130 employees, ensuring accuracy, compliance, and efficiency. The position will require working onsite three days a week, with Monday and Wednesday as mandatory in-office days.</p><p><br></p><p>Responsibilities:</p><p>• Process biweekly payroll for a workforce of approximately 130 employees, including both salaried staff and per diem clinicians.</p><p>• Reconcile payroll data to ensure accuracy and compliance with organizational standards.</p><p>• Manage employee benefits and coordinate payroll deductions effectively.</p><p>• Utilize and maintain payroll systems, with Paylocity and Netsuite experience considered a plus.</p><p>• Collaborate with internal teams to address payroll-related inquiries and resolve discrepancies.</p><p>• Maintain confidentiality and uphold data security standards within all payroll processes.</p><p>• Ensure compliance with federal, state, and local payroll regulations.</p><p>• Prepare and review payroll reports to support financial and operational decision-making.</p><p>• Assist in streamlining payroll procedures to improve efficiency and accuracy.</p><p>• Provide support during audits and other financial reviews as necessary.</p>
We are looking for a detail-oriented Contracts Administrator to join our team in Allston, Massachusetts. In this role, you will oversee the preparation, management, and distribution of contracts, subcontracts, and related documentation while collaborating with various departments to ensure smooth project operations. This position requires strong organizational skills, accuracy, and the ability to meet deadlines in a fast-paced environment.<br><br>Responsibilities:<br>• Create, track, and distribute subcontracts, purchase agreements, and change orders using DocuSign.<br>• Organize and maintain digital records in DocuSign and other document management systems.<br>• Provide training to project managers and assistant project managers on contract processes.<br>• Draft exhibits, coversheets, and other documentation for owner contracts using specialized software.<br>• Log, file, and distribute owner contracts through ProCore.<br>• Collaborate with project managers and accounting teams to collect necessary contract information.<br>• Schedule and coordinate job status reviews for senior management.<br>• Occasionally assist with reception desk tasks as needed.<br>• Perform additional duties as required to support team operations.
<p>Our client is seeking an experienced Tax Reviewer to join our growing accounting team. This role is responsible for the comprehensive review of various tax returns, including individual, corporate, S-Corp, and C-Corp returns, as well as assisting with other entity tax filings as needed. The ideal candidate will possess deep technical expertise in tax review, a keen attention to detail, and the ability to identify and resolve complex tax issues.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Review individual, corporate (C-Corp), and S-Corp tax returns for accuracy and compliance with federal, state, and local regulations.</li><li>Evaluate supporting documentation, workpapers, and schedules to ensure thoroughness and completeness.</li><li>Research and resolve complex tax issues, applying current tax law and regulatory guidance.</li><li>Provide feedback to preparers and coach junior staff on best practices in tax preparation and review.</li><li>Assist with planning and executing tax strategies to minimize client liabilities and maximize compliance.</li><li>Communicate effectively with internal team members and clients, providing timely updates and explanations regarding tax positions and adjustments.</li><li>Collaborate with partners and managers to ensure deadlines are met and review processes are efficient.</li><li>Stay up to date with changes to tax laws and regulations relevant to various entity types.</li></ul>
<p>Are you looking for an entry level contract position at a renown financial real estate firm in downtown Boston, MA? If so this is an excellent opportunity for you! </p><p>This role requires 2 weeks onsite for training and then will transition to a fully remote position.</p><p><br></p><p>A team of 10 Data Entry Specialists will behired for a 2 month agreement to assist with data entry for tax returns (Jan 30th- March 30th)</p><p>If you have sharp data entry skills with attention to detail and knowledge of financial statements and MS Excel, we encourage you to apply!</p><p>No prior work experienced is needed!</p><p><br></p><p>Responsibilities:</p><p>• Complete tax return input tasks for lower-tier properties within the low-income housing tax credit industry.</p><p>• Participate in a 1-2 week onsite training program to gain proficiency in company systems and data mapping processes.</p><p>• Input schedule information swiftly and accurately into proprietary software as per company guidelines.</p><p>• Collaborate with the Investment Management Resource Team to address issues or questions related to tax return data.</p><p>• Maintain professionalism and adhere to deadlines, ensuring minimal absences during the critical project duration.</p>
<p>We are looking for an experienced Senior Tax Manager to join our team in Hopkinton, Massachusetts. In this role, you will lead a talented group while providing expert guidance on tax matters for a diverse range of clients. This is an excellent opportunity to leverage your expertise in tax compliance, returns, planning, and research to deliver outstanding service and contribute to the growth of our practice.</p><p><br></p><p>For immediate consideration, please contact Mylinda Harrison at 508-205-2130.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team of accountants and managers to ensure accurate and efficient delivery of client services.</p><p>• Conduct comprehensive reviews of tax returns for C-Corporations, S-Corporations, partnerships, multi-state entities, and high-net-worth individuals.</p><p>• Supervise and direct team members, providing regular progress updates to senior leadership and partners.</p><p>• Coordinate proactive tax planning meetings with clients and ensure timely submission of tax filings.</p><p>• Apply a strong understanding of reporting requirements, including ASC 740 and other relevant standards.</p><p>• Perform in-depth tax research using tools such as Thomson Reuters Checkpoint and present findings to client management or boards.</p><p>• Build and maintain a reliable referral network to support business development efforts.</p><p>• Manage client relationships to deliver exceptional service and identify opportunities for additional engagement.</p>
<p>For consideration, please reach out to<strong><em> Jennifer Lavoie</em></strong> as soon as possible, ensure to include your most current resume when you apply.<strong><em> Connect with me on LinkedIn </em></strong>at Jennifer Lavoie!</p><p><br></p><p>If you currently work with a recruiter from Robert Half Finance & Accounting recruiter, please contact them directly.</p><p><br></p><p>We are looking for an experienced and motivated Controller to join our client's team the Rochester NH area. This role is ideal for a Controller who excels in financial management, reporting, and team leadership. The successful Controller candidate will play a key role in ensuring accurate financial processes and fostering a collaborative work environment. The Controller for this role must have excellent leadership and mentoring skills and have the hands on capabilities to handing the Costing and managing the company's financials. This Controller is both hands on and Strategic in nature. </p><p><br></p><p>This company has exceptional benefits and is very collaborative and employee focused! </p><p><br></p><p>Anyone interested in learning more about this Controller role should reach out today as this Controller role will move quickly to hire!!!</p>
We are looking for a skilled Senior Business Analyst with extensive knowledge of Oracle Cloud Fusion Finance to play a pivotal role in supporting financial transformation projects. This individual will act as the bridge between Finance and IT, ensuring that Oracle Cloud solutions align with organizational objectives. As this is a long-term contract position, you will contribute to designing, implementing, and optimizing Oracle Fusion Finance modules.<br><br>Responsibilities:<br>• Collaborate with finance, accounting, and IT teams to gather and document detailed business requirements for Oracle Cloud Fusion Financial modules, including GL, AP, AR, FA, CM, and Tax.<br>• Assess and analyze current financial processes to identify areas for improvement using Oracle Fusion functionalities.<br>• Convert business requirements into functional specifications and configurations tailored for Oracle Cloud Fusion Finance.<br>• Drive or support activities such as configuration, testing, deployment, and post-implementation troubleshooting.<br>• Serve as a subject matter expert on Oracle Fusion Finance modules, offering guidance on functionality and best practices.<br>• Work closely with integration and data teams to ensure smooth connectivity between Oracle systems and external applications.<br>• Develop comprehensive training materials and provide hands-on support to end-users during training sessions.<br>• Address and resolve system issues, manage defects, and provide support for month-end and quarter-end financial close processes.<br>• Monitor Oracle Cloud updates and releases to evaluate their implications on business operations.
We are looking for a highly skilled Tax Analyst to join our team in Cambridge, Massachusetts. In this role, you will play a pivotal part in ensuring tax compliance, managing investment-related tax liabilities, and supporting accurate financial reporting. Your expertise will contribute to regulatory adherence and help maintain the financial integrity of a substantial investment portfolio.<br><br>Responsibilities:<br>• Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation.<br>• Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations.<br>• Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports.<br>• Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning.<br>• Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements.<br>• Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency.<br>• Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance.<br>• Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters.<br>• Contribute to risk management by identifying and addressing potential regulatory risks related to investments.
<p>My client, a growing Fin Tech company in Boston is hiring a Director of FP& A to join their team. The Director of FP& A will report to the VP of Finance and be fully involved with all the Budgeting, Forecasting, Planning and other financial job duties for the company. Compensation for this position is $180-220K + 20-25% Bonus + Equity + a potential sign on bonus for those walking away from their year end bonus. This company is growing very nicely, expects 30-40% revenue growth in 2026, offers nice benefits, a great culture, nice work life balance and more!</p><p><br></p><p>If interested in hearing more, please email your resume to matthew.katz@roberthalf. Thank you</p>
<p>We are seeking an accomplished Director, Tax & Treasury to lead the organization’s corporate tax and treasury functions at our Lowell, Massachusetts office. This senior leadership role is responsible for shaping and executing tax strategies, maintaining compliance with complex domestic and international regulations, and overseeing financial initiatives that enhance the company’s tax position, capital structure, and liquidity. The successful candidate will bring deep expertise in tax planning, treasury operations, and people leadership, thriving in a fast-paced, technology-enabled environment.</p><p>Responsibilities</p><ul><li>Design and execute a comprehensive global tax strategy aligned with business objectives and regulatory requirements.</li><li>Ensure full compliance with federal, state, local, and international tax laws, including specialized and industry-specific regulations.</li><li>Direct tax compliance and reporting activities, including audits, ASC 740 tax provisions, and financial statement disclosures.</li><li>Lead tax planning and execution for mergers and acquisitions, from due diligence through post-integration.</li><li>Oversee international tax planning, transfer pricing, and compliance across multiple jurisdictions.</li><li>Leverage technology and process improvements to enhance tax reporting accuracy and streamline compliance.</li><li>Manage all direct and indirect tax filings, including income, payroll, property, sales, and use taxes.</li><li>Develop and implement strategies to optimize capital structure, cash management, and liquidity planning.</li><li>Build, mentor, and lead a high-performing tax and treasury team focused on collaboration and continuous improvement.</li><li>Act as the primary liaison with external tax advisors, auditors, and financial institutions.</li></ul><p><br></p>
We are looking for a detail-oriented Payroll Clerk to join our team in Woburn, Massachusetts. In this role, you will play a key part in ensuring accurate payroll processing and maintaining compliance with legal and organizational standards. This position requires someone who can handle sensitive information with confidentiality while collaborating effectively with various departments.<br><br>Responsibilities:<br>• Process weekly payroll for employees across multiple locations, ensuring accuracy and timeliness.<br>• Maintain updated employee records, including onboarding, terminations, and pay adjustments.<br>• Verify and calculate deductions, benefits contributions, and garnishments in adherence to regulations.<br>• Ensure payroll processes comply with federal, state, and local laws.<br>• Prepare detailed payroll reports for management and accounting teams.<br>• Address employee questions regarding payroll, taxes, and timekeeping promptly.<br>• Collaborate with HR and Accounting to resolve discrepancies and ensure accurate data.<br>• Assist in year-end procedures, including generating W-2 forms and processing tax filings.<br>• Utilize ADP Workforce Now for payroll tasks, reporting, and system updates.
<p>We are supporting a growing Boston-based Investment Management firm in hiring an Operations Associate to join their collaborative and fast-paced team. This firm manages both public and private investment strategies and is committed to strong operational execution. Role is mainly in-office.</p><p><br></p><p>Role Overview:</p><p>The Operations Associate will handle key operational functions, including trade support, settlements, due diligence requests, reporting, and coordination with external service providers. This role offers broad exposure across hedge fund operations and the opportunity to take ownership in a lean, high-performing environment.</p><p><br></p><p>Key Responsibilities:</p><p>Daily trade capture and settlement oversight</p><p>Responding to investor and consultant due diligence requests</p><p>Supporting NAV reconciliations, reporting, and audits</p><p>Processing wires, expenses, and related reconciliations</p><p>Managing relationships with administrators, brokers, and other partners</p><p>Identifying process improvements and assisting with compliance tasks</p><p><br></p>
<p>We are looking for an experienced Tax Preparer to join our team in Chelsea, Massachusetts. This is a part time Seasonal Contract position that requires strong attention to detail and expertise in individual tax preparation. You will play a key role in assisting clients with their tax filings while ensuring compliance with current laws and regulations.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and submit individual tax returns with accuracy and efficiency.</p><p>• Analyze financial records, including income statements and balance sheets, to identify potential deductions and credits.</p><p>• Stay informed on the latest tax laws and regulations to provide accurate guidance.</p><p>• Collaborate with clients to collect necessary documentation and ensure all required information is complete.</p><p>• Utilize ProSystem FX tax software to manage tax preparation and filing processes.</p><p>• Review completed tax forms for accuracy and compliance before submission.</p><p>• Provide attentive and responsive communication to address client inquiries and concerns.</p><p>• Maintain strict confidentiality of client financial information.</p><p>• Work closely with the team to meet deadlines during the busy tax season.</p>
<p>Our client, a global technology organization in the software development space, is seeking an experienced Corporate Trade Senior Manager to lead import and export compliance activities across the Americas. This is a highly visible role within a corporate headquarters environment, partnering closely with cross-functional leaders and senior executives.</p><p><br></p><p>This opportunity is ideal for professionals coming from Big 4 Indirect Tax, trade consulting, legal trade counsel, or select audit backgrounds with export compliance experience. The hiring manager has a Big 4 background and is open to strong consulting-to-industry transitions.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Lead and manage import/export compliance programs across the Americas region</li><li>Ensure compliance with U.S. and international export, customs, and sanctions regulations</li><li>Serve as subject matter expert for export classification (CCL, USML), jurisdiction determination, and licensing</li><li>Support global trade compliance initiatives and internal policy alignment</li><li>Analyze import/export data to identify duty mitigation and savings opportunities</li><li>Partner with Supply Chain, Logistics, Tax, Finance, Legal, and site teams</li><li>Support trade compliance audits and internal assessments</li><li>Oversee trade compliance systems and support system enhancements and adoption</li><li>Develop and maintain trade compliance processes, procedures, and documentation</li><li>Deliver training to cross-functional teams on trade and export compliance requirements</li><li>Provide trade compliance support for M& A and due diligence activities</li></ul><p><br></p>
<p>Our client is seeking a highly skilled Senior Financial Analyst to join our growing manufacturing team. This role is ideal for an experienced finance professional looking for a high-impact position supporting operational and strategic decision-making.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Analyze financial data, trends, and results to support manufacturing operations and leadership business decisions.</li><li>Lead the budgeting, forecasting, and variance reporting processes, ensuring accuracy and timeliness.</li><li>Partner with operations, engineering, and supply chain to assess cost drivers and recommend improvements.</li><li>Prepare monthly financial statements, management reports, and presentations for leadership.</li><li>Conduct profitability analysis for product lines, capital projects, and manufacturing investments.</li><li>Identify process enhancements and automation opportunities to improve reporting efficiency.</li><li>Support audits, compliance, and internal controls specific to a manufacturing environment.</li><li>Mentor junior analysts and collaborate across cross-functional teams.</li></ul><p><br></p>
<p>Looking for a Credit Underwriter in Commercial and Industrial (C& I) Lending to join our growing client here in Massachusetts. The Credit Underwriter is responsible for assessing and ensuring the creditworthiness of the bank’s commercial clients. You will monitor client financial health, evaluate loan risks, and provide recommendations in line with banking policies and regulatory guidelines. The role focuses on conducting financial analysis, underwriting loan requests, and staying actively involved in credit decision-making to maintain a robust lending portfolio.</p><p><br></p><p><strong><u>Key Responsibilities</u></strong></p><ul><li>Collect and evaluate financial statements, borrowing base certificates, and covenant compliance reports from clients. Perform annual reviews and financial performance analyses.</li><li>Underwrite new loan requests and modifications for existing relationships, including financial statement spreading, cash flow assessments, collateral evaluation, and guarantor support.</li><li>Assign risk ratings, monitor covenant compliance, and recommend credit facilities that align with established policies.</li><li>Partner with Senior Credit Analysts, Account Officers, and other team members to meet credit needs. Participate in client meetings and internal discussions, providing data-driven recommendations.</li><li>Ensure adherence to regulatory requirements, bank credit policies, and internal guidelines.</li></ul>
<p>We are looking for an experienced Technical Accounting Manager to oversee and ensure adherence to federal reporting standards. This role involves managing SEC filings, 10K, 10Q, revenue recognition, maintaining regulatory compliance, and supporting financial reporting processes. The ideal candidate brings a strong background in accounting and a proven ability to handle complex regulatory requirements. This is an individual contributor role. If you are a strong technical accountant with your CPA, this could be the role for you. The client is open to this level as well. </p><p><br></p><p>Responsibilities:</p><p>• Prepare and manage SEC filings, including Form 10-K and other regulatory reports, ensuring accuracy and compliance.</p><p>• Oversee financial reporting processes to meet federal standards and deadlines.</p><p>• Conduct thorough reviews of revenue recognition practices to ensure alignment with regulations.</p><p>• Collaborate with cross-functional teams to maintain compliance with evolving SEC requirements.</p><p>• Provide expertise in code review and financial documentation to ensure regulatory adherence.</p><p>• Identify and implement best practices for improving reporting efficiency and accuracy.</p><p>• Monitor changes in SEC regulations and advise leadership on necessary adjustments.</p><p>• Support internal audits and external reviews related to financial reporting.</p><p>• Train and guide team members on compliance protocols and standards.</p><p>• Develop and maintain policies surrounding SEC reporting and compliance.</p>
<p>Duties/Responsibilities</p><p>• Accurately review, code and process high volume payables invoices for multiple entities</p><p>• Review and reconcile invoices discrepancies</p><p>• Assist with weekly check, ACH and wire runs</p><p>• Process check request and expense reports in a timely manner</p><p>• Ensure that all daily, weekly and monthly tasks are completed accurately by the assigned deadlines</p><p>• Monitor the accounting inbox, responding to inquiries from vendors, clients, and internal stakeholders</p><p>• Sort, log, scan and file invoices, checks and other documents</p><p>• Responsible for all aspects of payroll</p><p>• Work closely with Human Resources to ensure changes in payroll, benefits, etc</p><p>• Review and reconcile payroll time records for accuracy in preparation for weekly and monthly payroll</p><p>• Calculate payroll adjustments as needed for issuance either manually or through the next available pay cycle</p><p>• Manage workflow to ensure all payroll transactions are processed accurately and timely</p><p>• Process correct garnishment calculations and compliance</p><p>• Process manual checks and any payroll-related entries</p><p>• Create G/L entries for each payroll and rectify with cash accounts</p><p>• Monthly reconciliation of all G/L accounts associated with payroll</p><p>• Enter all updates – bonus/commission/etc</p><p>• Handle and understand inquiries from employees, managers, and corporate team members regarding payroll issues and work on resolution in a reasonable and timely manner</p><p>• Review and validate reports produced as part of the payroll processing cycle to ensure payments to team members are accurate and that all payments have been paid for the payroll period and/or quarterly incentive payout</p><p>• Using knowledge of pay schedules, earning/deduction codes and pay program policies review exception reports and determine reason for potential over/under payments</p><p>• Process W2s, verify year-to-date totals for salaries, income tax withheld, FICA, deductions, tax-deferred annuities</p><p>• Process yearly RSU, ESPP, PTO and Mileage payouts</p><p>• Understand and comply with current and yearly tax thresholds for payroll processing</p><p>• Assist with month end closing</p><p>• Provide support for internal and external audits as needed</p><p>• Cross-train in other specialized areas of the department</p><p>• Perform other duties as assigned</p><p><br></p><p><strong><em>For immediate consideration and resume review, please call me directly! 508-205-2127 Eric Lebow</em></strong></p>
We are looking for a detail-oriented Legal Administrative Assistant to support trusts and estates administration in our Providence, Rhode Island office. This role requires a proactive individual who can efficiently manage legal documents, coordinate schedules, and ensure accurate communication with beneficiaries. The ideal candidate will be skilled in technology and organization, contributing to the seamless operation of trust and estate processes.<br><br>Responsibilities:<br>• Organize and maintain legal documents related to trusts and estates.<br>• Coordinate schedules and plan meetings for attorneys and relevant stakeholders.<br>• Communicate effectively with beneficiaries, providing updates and addressing inquiries.<br>• Monitor accounts payable and receivable processes, ensuring accuracy and timeliness.<br>• Enter and manage financial data using accounting software such as QuickBooks.<br>• Process invoices and maintain detailed financial records.<br>• Utilize business intelligence tools to analyze data and improve operational efficiency.<br>• Ensure compliance with legal and regulatory standards in all administrative activities.<br>• Support document management processes, ensuring accessibility and proper organization.
